Japan Morning Connection: Huang's AI Keynote Fails to Excite Investors
EU defence stocks continue higher, potential for more gains for JP heavyweights.BYD's rapid charging poses more challenges for Tesla. Panasonic...
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JX Advance Metals IPO Trading - Demand Wasn’t Great
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), raised around US$2.5bn via selling more than half of its stake in JXAM. In this...
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Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data
New Intel CEO a positive for related plays such as Ibiden. Apple struggles with AI delay. NAND plays may still have room to run on price hike...
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JX Advance Metals IPO - Digestable, but Not Really Attractive
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.5bn via selling more than half of its stake in...
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JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
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